Steward Partners Investment Advisory, LLC

Updated today

Connect with this firm

Total assets under management

$28,341,154,808

Total clients

34,493

63% high-net worth

Total advisors

397

of 591 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$821,649

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Financial consulting

Fee options

Fixed

Flat fees for financial planning reviews and updates may be charged, negotiable by agreement.

Percentage

$10,000 - $24,999: N/A (minimum account size, fees negotiable) $25,000 - $49,999: Up to 2.50% annually $50,000+: Up to 2.50% annually

Project-based

Hourly rates may apply for financial planning updates or consulting at IAR’s discretion.

Other

Account minimum: $10,000 Minimum fee: Minimum Quarterly Program Fee of $250 (prior to May 2011) is mentioned, but currently minimum quarterly fees are negotiable and may be waived. Fee-only: Advisory fees negotiated between client and IAR, typically based on assets under management.

Disclosures

Main office location

Steward Partners Investment Advisory, LLC

400 Atlantic Street, Floor 10, Suite 1020

Stamford CT 06901-3512, United States

Number of offices

112

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 866-694-7769

Advisors at this firm

Brian M

Series 65

Gainesville, GA

Steward Partners Investment Advisory, LLC

Steven M

CFP®, Series 63, Series 65

Stamford, CT

Steward Partners Investment Advisory, LLC

Wilhelmina J

Series 63, Series 65

New York, NY

Steward Partners Investment Advisory, LLC

David S

CFP®, Series 63, Series 65

Stamford, CT

Steward Partners Investment Advisory, LLC

Jason R

CFP®, Series 66

Stamford, CT

Steward Partners Investment Advisory, LLC

Timothy B

ChFC®, Series 63

Riverdale, NJ

Steward Partners Investment Advisory, LLC

Charles M

Series 63, Series 65

Dalton, GA

Steward Partners Investment Advisory, LLC

Kirstin H

CFP®, Series 65, Series 66

Columbus, OH

Steward Partners Investment Advisory, LLC

Michelle H

Series 63, Series 66

Stamford, CT

Steward Partners Investment Advisory, LLC

Grant D

Series 66

Manchester, NH

Steward Partners Investment Advisory, LLC

Travis M

CFP®, Series 63

Humble, TX

Steward Partners Investment Advisory, LLC

James B

Series 66

Stamford, CT

Steward Partners Investment Advisory, LLC

Michael H

Series 65, Series 66

Baltimore, MD

Steward Partners Investment Advisory, LLC

Bradford C

Series 63, Series 65

Arlington, VA

Steward Partners Investment Advisory, LLC

Michael C

Series 66

Rockland, MA

Steward Partners Investment Advisory, LLC

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.